| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| Ariel Investments | 2.87% | 1,665,326 | TRIMMED (-32.4%) |
| Polen Capital Management | 0.06% | 38,529 | TRIMMED (-20.2%) |
Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end.
| Institutions holding | 416 of 8,857 filers |
| Long-only filers among them | 413 |
| Change vs 2026 Q1 | +49 net · 387 entered · 338 exited |
| Shares reported, all filers | 36,851,827 |
| Reported value, all filers | $6.4B |
Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).
Data unavailable — no Form 4 transactions for this ticker were parsed in the 90 days to Oct 3, 2026.
1 House members reported buying (1 purchases vs 0 sales). Bought by Democrats. Latest buy: Jun 15, 2026.
Source: U.S. House Clerk STOCK Act periodic transaction reports, as of Oct 3, 2026. Reported amounts are ranges, and reports can arrive up to 45 days after the trade. Senate reports are not included yet.
Politicians
· Bought by Members — Last 6 months: bought by a U.S. House member
Chart Signals
· Monthly Uptrend — Price above its 12-month moving average
Red Flags
· Distress Risk (Altman Z″) — Altman Z″-Score below 1.10
Key figures
· Bought by Members — Members buying: 1 · Buy txns: 1 · Sell txns: 0 · Latest buy: Jun 15, 2026
· Distress Risk (Altman Z″) — Z″-Score: -0.46 · Working capital / assets: -0.14 · Retained earnings / assets: -0.05 · EBIT / assets: -0.08 · Equity / liabilities: 1.04
Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.
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